this post was submitted on 30 Nov 2025
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There is also the chance it won’t pop. It might correct a bit, but not pop.
AI even in its current state is fundamentally necessary to a huge amount of people today, and this figure is only growing. Most people, especially in the West, are profoundly unintelligent, uncurious, and incapable of critical thought. AI is genuinely revolutionary for them, and they would gladly pay a subscription baked into everything to have it (which would sustain the costs).
Ask anyone under the age of 20 a question and their immediate response is “let me ask ChatGPT”
The market is desperate for AI, and will almost certainly pay a premium for it once current free models become unsustainable.
This is why I bet on China, instead of against AI. Figure out how to personally benefit from the rise of China and the fall of America, and let material analysis figure out the rest.
How do you bet on China? Is there an index fund? Betting on companies can be risky cuz they can be taken by CPC
I was reading about this yesterday.
TLDR yes there are ETFs for Chinese companies.
Chinese companies use a structure called Variable Interest Entities (VIEs) to list on foreign exchanges. The government in China regulates foreign ownership of Chinese business in a bunch of sectors and are considered (at least by the US) to be significantly owned or controlled by the Chinese government. I don't think this use of VIEs necessarily implies government ownership, its more about the fact these companies have other entities invested and influencing decision making in ways that might otherwise make them inappropriate for listing on the market - unlike regular publicly listed companies, there are one or more additional interested parties other than a board of directors and shareholders. I think. I'm not an economist.
Rather than selling shares (of ownership) they offer contracts which promise a share of generated profit. They're considered risky compared to stocks and bonds because, as you pointed out, the government can do anything with the company, the VIE structure makes the underlying company's operations opaque and you don't necessarily get transparency about who else might have a controlling interest in the company.
So yea you can buy VIE shares directly or an index fund can buy them and then you can buy the ETF.
I searched for "chinese vie etf" and found a bunch listed on US and other exchanges.
I wonder what would happen to them if China decided to completely ban VIEs, since they are fairly controversial apparently.
That's a more difficult question than it seems, no?
That's the neat part: No, it wouldn't. When they eventually want to make money, OpenAI won't be able to just offer a flatrate subscription to its users, they would still have to impose severe restrictions on how much you can use it. The power users who currently pay the biggest monthly subscription (like $200/month) are bleeding OpenAI dry because of the unique scaling issue that LLMs have. Usually for software companies, your operating costs don't drastically increase depending on how much your customers are using the product, but with LLMs they do. There's no way it will be financially viable for people who use ChatGPT to create spam bots on twitter to continue doing so once every tweet costs them money, so most of them will stop. As for casual users, the difference between "free" and "not free" is massive. A huge amount of people will just go back to googling stuff. Kids will still use it to cheat at school, but instead of every kid asking ChatGPT to do their homework there's gonna be 2 or 3 kids in class who "have ChatGPT" and they're gonna let you generate it on their phone.
It's not gonna go away for good, but its usage is going to fall off a cliff once its appropriately priced.